Counter Journal

Use the Counter Journal to make registrations on multiple Counters at the same time

Introduction

You can create templates and batches for managing Counter Journals.

Prerequisite

You have mounted a Counter on one or more Assets.

Audience
Maintenance Manager

Counter Journal Templates

Counter Journal Templates are used for managing Counter Journal Batches. One template may include several batches.

To create and view Counter Journal Templates:

  1. Press Alt+Q on your keyboard to start a search.
  2. Enter 'counter journal temp' in the search field.
  3. Select Counter Journal Templates. In the list, you see at lease one template, named 'Default'.
  4. Select New to create a new template.
  5. Enter a Name and a Description for the template.

Learn more about the general use of journals and templates in D365-BC in this Microsoft video: Working with journals.

In D365BC, you can set up reason codes as supplementary information to source codes. Refer to Microsoft documentation to learn more: Set Up Source Codes and Reason Codes for Audit Trails.

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Counter Journal Batches

Counter Journal Batches are used for managing Counter Journals. One journal batch may include several Counter Journals.

Example 1: You create two counter journal batches for two production halls.

Example 2: You create two counter journal batches for two Assets Technicians.

To create and view Counter Journal Batches:

  1. On your role center, select Counters > Counter Journal.
  2. Select a Counter Journal Batch in the Name field at the top of the screen.
  3. In the Counter Journal Batches list, select New.
  4. Enter a Name and a Description for the batch.

In D365BC, you can set up reason codes as supplementary information to source codes. Refer to Microsoft documentation to learn more: Set Up Source Codes and Reason Codes for Audit Trails.

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Counter Journal

In the Counter Journal, you can make registrations on multiple Counters at the same time.

  1. On your role center, select Counters > Counter Journal.
  2. For each Counter you want to create a registration for, select the Counter No.
  3. Select the Reading Date for the Counter.
  4. Enter the Reading Value.
  5. Repeat steps 2-4 for all the Counters you want to create readings for.
  6. When you have added all Counter readings, select the Register button.

Before you select the Register button, you can

  • select a Counter line > Related > Counter > Assets to see a list of the Assets that use the Counter.
  • select a Counter line > Related > Counter > Ledger Entries to see details of all Counter readings created on the Counter.
  • select a Counter line > Manage > Delete to delete the line.

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